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Cisco Acquires Splunk

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Re: Cisco Acquires Splunk

#451

Post by cliffcrosland »

tw04 wrote: post #11

Wow - I guess I'm both surprised and completely unsurprised. Surprised because Splunk is a pretty big pill to swallow. Unsurprised because they've obviously been interested in the space for a long time (they attempted to acquire Datadog and got shot down). https://realmoney.thestreet.com/investing/technology/cisco-r... Good luck Splunk folks - Cisco isn't exactly known for their software innovation in the upper stack…

I worked at Cisco following an acquisition. I tend to agree with this comment about the upper stacks :)

However, AppDynamics and Duo seem to be doing well at Cisco from what I can tell. I think observability and security tools are a good match for Cisco and bundle well with hardware. For this reason, I’ll bet Splunk does reasonably well under Cisco too.

Re: Cisco Acquires Splunk

#452

Post by cliffcrosland »

bugsense wrote: post #38
tw04 wrote: post #11

Wow - I guess I'm both surprised and completely unsurprised. Surprised because Splunk is a pretty big pill to swallow. Unsurprised because they've obviously been interested in the space for a long time (they attempted to acquire Datadog and got shot down). https://realmoney.thestreet.com/investing/technology/cisco-r... Good luck Splunk folks - Cisco isn't exactly known for their software innovation in the upper stack…

Splunk is a dead player too. It's a great match.

Maybe, but the Splunk query language is reasonably well liked by its users, at least in the security space. Much more approachable than SQL, which seems to be what all new tools these days are forcing users to use due to their dependence on Snowflake and Presto/Trino. In Splunk, you can type free text queries, and you can also add structure. Fairly flexible. We’ve been asked many times to make Scanner’s query lang more like Splunk’s.

Re: Cisco Acquires Splunk

#453

Post by positr0n »

kabes wrote: post #409
roozbeh18 wrote: post #391

Earlier quoted context omitted.

Easy for sec to identify affiliation to Splunk for this call.

What's the chance the sec will go after this? I guess they don't have the capacity to go after all these cases, even the clear cut ones

I think the SEC loves cut and dry cases like this. You see enforcement actions all the time about similar situations. Usually some VP of one of the two companies is behind it and they amateurishly try to cover their trails by getting their brother to do the trade, or using their mother-in-law's account, etc.

IMO though it could easily be just some WSB bro that gambled and got lucky. Robinhood and other platforms make it easy to trade short dated options these days and people love to gamble on them.

Re: Cisco Acquires Splunk

#454

Post by cliffcrosland »

pbjtime wrote: post #396
akulbe wrote: post #41

Earlier quoted context omitted.

What makes you say Splunk is a dead player? Not arguing with you, it's genuine curiosity on my part.

The software seems very lazy. The interface belongs in the 90s. They've been resting on their laurels for eons. The fuckin basic ass PowerShell IDE that comes with windows is about seventeen trillion times more well designed and user-friendly.

Yeah I think this is where Datadog excelled and Splunk struggled. Design is clearly better at Datadog, especially the onboarding UX and workflow.

Re: Cisco Acquires Splunk

#455

Post by tempaccount420 »

hyeomans wrote: post #428
theogravity wrote: post #406

Earlier quoted context omitted.

The not-insider-trading possibility: It's possible someone was selling contracts as a hedge since the tech market has been really bad this week. A market maker was obligated to buy the contracts. The person selling the contracts gets $22k in premium, and misses out on the pop. The market maker will absolutely exercise the contracts and profit. (This is coming from someone who sold APPL calls expiring tomorrow for .08…

I understood nothing of what you said, what is a good resource/starting point to understand the meaning of this?

[flagged]

Re: Cisco Acquires Splunk

#456

Post by likium »

hiatus wrote: post #416
solatic wrote: post #402

Earlier quoted context omitted.

Who else will call a POTS phone line when there's an alert? Fact: I'm not going to hear my phone ping in the middle of the night. I'm much more likely to hear my phone ring.

Depending on the team, a phone tree in twilio could do the trick, with calls made down the list if people do not pick up for escalation.

What happens when Twilio is down? Same questions for your email, sms and server. Part of the difficulty is guaranteed uptime and PagerDuty is rock solid in that regards.

Re: Cisco Acquires Splunk

#457

Post by LaLaLand122 »

bastard_op wrote: post #237

That's really a shame, Cisco buying anyone is often a death knell for the product. Look at their acquisition of security companies like Protego, Stealthwatch, ThousandEyes, and others that languish there, bled into watered down features for other dubious Cisco products and disappear into the ocean. Customers then abandon the products to again escape Cisco for other non-stagnant and overpriced products. Already a cust…

What's the problem with ThousandEyes? They got their agent into Cisco equipment, and just recently gave them SamKnows.

Re: Cisco Acquires Splunk

#458

Post by sparrish »

solatic wrote: post #402
ec109685 wrote: post #30

Earlier quoted context omitted.

Why is pagerduty hard to switch off of? It has all kinds of useless and expensive bells and whistles, while the core functionality is a commodity that several companies offer. We moved vendors a few time and it wasn’t that painful.

Who else will call a POTS phone line when there's an alert? Fact: I'm not going to hear my phone ping in the middle of the night. I'm much more likely to hear my phone ring.

NodePing

Re: Cisco Acquires Splunk

#459

Post by marcus0x62 »

drdec wrote: post #438
marcus0x62 wrote: post #175

Earlier quoted context omitted.

SA made set top boxes along with a bunch of back-end infrastructure to make them work. It was an acquisition that made sense on paper -- Cisco did (does) a lot of business with service providers, they make cable modem termination systems (the headend devices that handle cable modem connectivity,) had dabbled in IP video, so it was a natural evolution to make and sell the rest of the gear you'd need to operate a cable…

> I don't think they were counting on how rapidly Internet streaming would take over Ironically, those set top makers were in a perfect position to take advantage of it. They could have been Roku - they already had huge market penetration.

Sure, but those set top box manufacturers were beholden to the cable ISPs for their revenue, cable ISPs which would have been furious if a supplier started competing with them. The STB companies also, as a general rule, were really bad at UX -- there's a reason why the interface on those things was universally bad, and it's that the cable companies were the customer of the STB maker, not the end consumer. SA and the rest of them just didn't have consumer UX expertise as a real competency and didn't need to have it.
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